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AFHE runs two conferences a year.  Our Annual Conference is typically held in the Spring and the Mid-Year Conference which is typically held in the fall. 

Past conference materials are available to all AFHE members in the member resources.  

Upcoming events

    • Saturday, January 01, 2022
    • Saturday, December 31, 2022
    Register

    In 2021 AFHE renegotiated its Association Membership arrangement with FFI.  AFHE wanted the relationship to continue, but found the FFI Association Membership dues based on our full membership to be prohibitively expensive.  AFHE’s Board also did not want the FFI Association Membership dues to be a burden on the entire organization’s finances when only about half of AFHE’s members would be taking advantage of the arrangement.  AFHE’s renegotiated arrangement with FFI will have us fit within their 26-50 member pricing tier, rather than the 51-100 tier.  AFHE’s Board approved an internal arrangement where the AFHE Members who do want to be included in the dual membership in FFI will pay an additional $175 of dues to AFHE.  This will result in the participating AFHE Members receiving dual membership for much less than what the FFI dues alone would cost, and much, much less than what the dues would be to belong to both organizations without the arrangement, while the non-participating AFHE members will not be bearing as much (if any) of the cost of the FFI Association Membership.

    This additional fee to help offset the large expense for AFHE is still a fraction of the $880 individual membership fee to FFI directly. You can view the FFI membership here: https://www.ffi.org/membership/

    • Thursday, June 02, 2022
    • Friday, June 03, 2022
    • Atlanta, GA
    Register

    The Attorneys for Family Held Enterprises is an independent, non-profit association of attorneys, practicing in the areas of corporate, litigation, taxation, and trusts and estates who provide multi-disciplinary legal counsel and advice to publicly and privately-held enterprises, their owner-managers, and family members.  

    AFHE will be holding our spring conference on June 2-3, 2022 in Atlanta, GA.  We expect about 50-60 senior level attorneys and family advisors to be in attendance.  This conference is an excellent opportunity for sponsors to network with professionals focused on family-held enterprises in a small, intimate setting.

    Dinner Sponsorship (Thursday) - $2,000 (1 Available) 

    • Company logo on all pre/post event marketing, including emails and event page on the AFHE website
    • Company logo on signage at the event
    • Opportunity to make brief remarks at the dinner
    • Verbal acknowledgement of sponsorship during conference by AFHE president
    • Discounted registration to the conference ($350 per person)

    Closing Cocktail Reception Sponsorship (Friday) - $1,500 (1 Available)

    • Company logo on all pre/post event marketing, including emails and event page on the AFHE website
    • Company logo on signage at the event
    • Opportunity to make brief remarks at the cocktail reception
    • Verbal acknowledgement of sponsorship during conference by AFHE president
    • Discounted registration to the conference ($350 per person)

    Luncheon Sponsorship - $1,000 (1 Available)

    • Company logo on all pre/post event marketing, including emails and event page on the AFHE website
    • Company logo on signage at the event
    • Opportunity to make brief remarks at the luncheon
    • Verbal acknowledgement of sponsorship during conference by AFHE president
    • Discounted registration to the conference ($350 per person)

    Breakfast Sponsorship - $750 (1 Available)

    • Company logo on all pre/post event marketing, including emails and event page on the AFHE website
    • Company logo on signage at the event
    • Opportunity to make brief remarks during the conference opening remarks
    • Verbal acknowledgement of sponsorship during conference by AFHE president

    Wine Co-Sponsorship - $500 

    • Company logo on all pre/post event marketing, including emails and event page on the AFHE website
    • Company logo on signage at the event
    • Verbal acknowledgement of sponsorship during conference by AFHE president

    • Thursday, June 02, 2022
    • 6:00 PM
    • Friday, June 03, 2022
    • 5:00 PM
    • Atlanta, GA
    Register

    Our conference will kick off on Thursday, June 2nd with some sightseeing and a group dinner.  Attendees will have the option to walk through the Atlanta Botanical Gardens at 1:00 p.m.  Renowned plant collections, beautiful displays and spectacular exhibitions make the Atlanta Botanical Garden the loveliest place in the city to visit. An urban oasis in the heart of Midtown, the Garden includes 30 acres of outdoor gardens, an award-winning Children’s Garden, the serene Storza Woods highlighted by a unique Canopy Walk, and the picturesque Skyline Garden.   

    Thursday evening will feature a group dinner at Ecco Midtown at 6:00 p.m. featuring a seasonally inspired menu and bold European flavors. 

    A full day of legal education will be offered on Friday, June 3 featuring stimulating and enlightening sessions presented by some of the most knowledgeable speakers in their fields.  CLE credit will be offered.  Confirmed sessions include:

    • "What Every Family Enterprise Should Consider in 2022 – Planning Tips from a Senior Wealth Advisor" presented by Michael Duffy from Merrill Strategic Wealth Advisory Group
    • "The Art of Creating Winning Transitions for Family Enterprises” presented by Rod Zeeb, JD, HDP, The Heritage Institute
    • “Putting It All Together: A Comprehensive Approach to Advising Business Owners” presented by Eric Czepyha, Northern Trust

    • “Keeping it in the Family: the Next Gen Dilemma” presented by Stephanie Stuckey, Stuckey's Corporation

    • "A Real Time Discussion of Generational Values" presented by Jerome Russell, H.J. Russell & Company

    Following the full day of programming, we will finish the conference with cocktail reception.

    CLICK HERE TO DOWNLOAD THE CONFERENCE BROCHURE

    HOTEL INFORMATION:

    The Epicurean Atlanta is offering a room rate of $249.00 per night.  To book via phone please call 833-248-1670 referencing the "Attorneys for Family-Held Enterprises" room block. The deadline for room reservations is Friday, May 6, 2022. Click here to reserve a room online.

    MEETING LOCATIONS:

    Optional Thursday Sightseeing:
    Atlanta Botanical Gardens
    1345 Piedmont Ave NE
    Atlanta, GA 30309

    Opening Dinner Location:
    Ecco Midtown
    40 7th Street NE
    Atlanta, GA 30308

    Meeting Location:
    Smith Gambrell Russell
    1105 W. Peachtree St. NE, Suite 1000
    Atlanta, GA 30309
    (connected to the Epicurean Atlanta Hotel by a sky walk)

    Hotel Location:
    Epicurean Atlanta
    1117 West Peachtree Street
    Atlanta, GA 30309

    SPONSORSHIP INFORMATION:

    Sponsorships are available for this meeting, including our popular wine co-sponsorship!  Please click here for additional information and to confirm a sponsorship.



Past events

Wednesday, October 27, 2021 2021 Fall Conference
Wednesday, October 27, 2021 2021 Fall Conference Sponsorships
Thursday, May 20, 2021 Virtual Happy Hour
Thursday, May 20, 2021 SPRING CONFERENCE SESSION 5: A Family Business Journey Culminating with Investment Banking
Thursday, May 13, 2021 SPRING CONFERENCE SESSION 4: Seeing the Blind Spots: Non-Legal Aspects a Lawyer Needs to Consider When Working with Family Enterprises
Thursday, May 06, 2021 SPRING CONFERENCE SESSION 3: Nothing is as Constant as Change: A Tale of Adaptation
Thursday, April 29, 2021 SPRING CONFERENCE SESSION 2: Knowing Your Own Emotions: How to Understand and Manage Emotional Dynamics in Family-Held Enterprises
Thursday, April 22, 2021 SPRING CONFERENCE SESSION 1: Business Transition - The Playbook to Get it Right
Tuesday, March 02, 2021 VIRTUAL ROUNDTABLE: Potential Biden Tax Changes and the 2021/2022 Landscape
Thursday, November 12, 2020 Virtual Happy Hour: Willamette Valley (OR) vs Russian River Valley (CA) Comparative Tasting
Thursday, November 12, 2020 FALL CONFERENCE SESSION 6: Practical Examination of Recapitalizations as Underloved and Underappreciated Consideration in Family Enterprise Planning
Thursday, November 05, 2020 FALL CONFERENCE SESSION 5: Family Governance and Decision-Making through Five Generations and 135 Years
Thursday, October 22, 2020 FALL CONFERENCE SESSION 4: Innovating the Family Enterprise with a Private Family Trust Company in Today’s Tax Environment
Thursday, October 15, 2020 FALL CONFERENCE SESSION 3: From Immigrants to NYSE Listing as a Publicly Traded Thrift - It's a Wonderful Life!
Thursday, October 08, 2020 FALL CONFERENCE SESSION 2: Quantum Performance Training
Thursday, October 01, 2020 Virtual Happy Hour: Italy vs Burgundy Comparative Tasting
Thursday, October 01, 2020 FALL CONFERENCE SESSION 1: Facilitator's Guide to Conducting Effective Family Meetings
Thursday, September 24, 2020 WEBINAR: Thinking Clearly in a Crisis - A discussion on making good family business decisions in a stressful environment
Wednesday, August 19, 2020 WEBINAR: Estate Plans and Family Governance: A Different Approach
Thursday, July 23, 2020 Virtual Happy Hour: Washington vs. California Comparative Tasting
Tuesday, July 14, 2020 WEBINAR: The Story of You: Serving in Challenging Times
Thursday, June 18, 2020 WEBINAR: The Power Pivot
Wednesday, May 06, 2020 2020 Annual Conference and Membership Meeting
Thursday, November 07, 2019 2019 Mid-Year Conference
Thursday, June 13, 2019 Family Firm Institute Informational Webinar for AFHE
Wednesday, May 01, 2019 2019 Annual Conference and Membership Meeting
Thursday, November 08, 2018 2018 Mid-Year Conference
Wednesday, April 18, 2018 2018 Annual Conference and Membership Meeting
Monday, January 01, 2018 2018 Annual Sponsorships


Attorneys for Family-Held Enterprises

AFHE Headquarters

P.O. Box 518 
Mount Laurel, NJ, 08054
Phone: 201-591-AFHE (2343)
Fax: 856-727-9504

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